$300,000 AUM | $75,000 GDC in Bloomfield Hills, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Successor
Location
Bloomfield Hills, MI, US
Fee 0% Commission 100%
Gross Revenue
$75,000.00
# of Accounts
3
Avg Client Age
60
Overview

My firm is a small independent startup RIA. I've developed a robust platform of third party money managers, virtual financial planning services and insurance marketing organizations. I am looking to aggressively grow the firm and I am open to opportunities. The firm is State registered in Michigan, but I am open to opportunities outside of MI as well via our virtual/digital offerings.

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